{"id":8029,"date":"2011-11-23T10:53:27","date_gmt":"2011-11-23T07:53:27","guid":{"rendered":"http:\/\/www.bilgeyatirimci.com\/?p=8029"},"modified":"2011-11-23T10:53:36","modified_gmt":"2011-11-23T07:53:36","slug":"egri-oturalim-dogru-konusalim","status":"publish","type":"post","link":"https:\/\/www.bilgeyatirimci.com\/i\/egri-oturalim-dogru-konusalim\/","title":{"rendered":"E\u011fri Otural\u0131m, Do\u011fru Konu\u015fal\u0131m!"},"content":{"rendered":"<p>Hangi konu olur ise olsun, belli bir de\u011fi\u015fkene veya b\u00f6lgeye odaklan\u0131nca di\u011fer geli\u015fmeler g\u00f6rece geri planda kal\u0131yor ve ger\u00e7ek\u00e7i de\u011ferlendirmeler yap\u0131lam\u0131yor. K\u00fcresel ekonomik g\u00fcndemin sorunlu baz\u0131 Euro B\u00f6lgesi \u00fclkeleri \u00fczerine yo\u011funla\u015fmas\u0131 da benzer bir durum yarat\u0131yor. Belki de k\u00fcresel olan sorunlar\u0131 yerelmi\u015f gibi g\u00f6stermek ve beklentilerin daha fazla bozulmas\u0131n\u0131 \u00f6nlemek amac\u0131 ile b\u00f6yle yap\u0131l\u0131yor, fakat yine de g\u00fcvensizli\u011fin etki alan\u0131n\u0131n geni\u015flemeye devam ediyor. Kara bulutlar yaln\u0131z geli\u015fmi\u015f ekonomileri de\u011fil, geli\u015fmekte olanlar\u0131 da etkiliyor. M\u0131s\u0131r&#8217;daki h\u00fck\u00fcmet bir y\u0131l\u0131n\u0131 doldurmadan istifa ediyor, Macaristan yeniden IMF&#8217;nin kap\u0131s\u0131n\u0131 \u00e7al\u0131yor&#8230; Riskten ka\u00e7\u0131nma e\u011filiminin g\u00fc\u00e7lenmesi, k\u00fcresel kriz sonras\u0131nda sermaye hareketlerin yo\u011fun ilgisine u\u011frayan ekonomileri t\u0131rpal\u0131yor, yerel paralar de\u011fer kaybediyor, varl\u0131k de\u011ferler eriyor, bilan\u00e7olar y\u0131prand\u0131k\u00e7a g\u00fcvensizlik b\u00fcy\u00fcyor.<\/p><div class=\"bilge-yaziust\" style=\"margin-top: 10px;margin-bottom: 10px;\" id=\"bilge-2306529921\"><ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-7495567325667578\"\r\n     data-ad-slot=\"9580705384\"\r\n     data-ad-format=\"rectangle\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div>\n<p>Son \u00fc\u00e7 y\u0131l i\u00e7inde k\u00fcresel d\u00fczeyde ya\u015fananlara bakt\u0131\u011f\u0131m\u0131zda sorunlu oldu\u011fu i\u00e7in parasal geni\u015flemeye giden b\u00f6lgedeki sorunlar\u0131n \u00e7\u00f6z\u00fclmedi\u011fi sadece olumsuz e\u011filimlerin bir s\u00fcre i\u00e7in ve k\u0131smen kontrol alt\u0131na al\u0131nd\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. Di\u011fer taraftan portf\u00f6y yat\u0131r\u0131m\u0131 \u015feklindeki sermaye hareketlerinni geli\u015fmekte olan ekonomilerdeki sorunlar\u0131 iyice a\u011f\u0131rla\u015ft\u0131rd\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz, a\u015f\u0131r\u0131ya ka\u00e7an risk al\u0131m\u0131 \u00f6nce sahte bir cennet yarat\u0131yor, ard\u0131ndan riskten ka\u00e7\u0131nma e\u011filimi devreye girdi\u011finde her \u015fey cehenneme d\u00f6n\u00fc\u015f\u00fcyor&#8230;<\/p>\n<p>2009 y\u0131l\u0131 Nisan ay\u0131 ba\u015f\u0131nda yap\u0131lan G-20 Zirvesi&#8217;nin ard\u0131ndan AB destekli IMF paketleri ba\u015fta Macaristan olmak \u00fczere Do\u011fu Avrupa&#8217;n\u0131n derdine deva olmak \u00fczere haz\u0131rlanm\u0131\u015f, s\u00f6z konusu b\u00f6lgeye a\u015f\u0131r\u0131 kredi kulland\u0131ran Avusturya gibi ekonomilerin k\u00fcresel g\u00fcndemin d\u0131\u015f\u0131nda kalmas\u0131 sa\u011flanm\u0131\u015ft\u0131. ABD&#8217;de ya\u015fanan parasal geni\u015flemenin de deste\u011fi ile risk alma iste\u011fi artm\u0131\u015f, geli\u015fmekte olan ekonomiler yeni sermaye ak\u0131mlar\u0131n\u0131n hedefi haline gelmi\u015fti. Bu s\u00fcre\u00e7te emtia ve sermaye piyasalar\u0131 y\u00fckseldi, geli\u015fmekte olan ekonomilerin paralar\u0131nda ya\u015fanan de\u011ferlenme enflasyon bask\u0131s\u0131n\u0131n hissedilmesini engelledi. Ancak ilgi oda\u011f\u0131 haline gelen ekonomilerin bir k\u0131sm\u0131 \u00e7abuk \u0131s\u0131nd\u0131, di\u011ferleri ise bu durumun yaratt\u0131\u011f\u0131 tehlikeleri g\u00f6rerek tedbir almaya \u00e7al\u0131\u015ft\u0131. Devam\u0131nda ise riskten ka\u00e7\u0131nma e\u011filimi kademeli olarak g\u00fc\u00e7lenmeye ba\u015flay\u0131nca ortal\u0131k kar\u0131\u015ft\u0131. Kuzey Afrika, Ortado\u011fu, G\u00fcney Avrupa&#8217;y\u0131 takiben Do\u011fu Avrupa ile sorunlular listesi geni\u015flemeye ba\u015flad\u0131. Akdeniz \u00e7ana\u011f\u0131 k\u00fcresel belirsizlik oda\u011f\u0131 oldu ve geli\u015fmeler bir t\u00fcrl\u00fc kontrol alt\u0131na al\u0131namad\u0131.<\/p>\n<p>Bu a\u015famada sormak gerekiyor. Asya krizi ile 2001&#8217;deki ABD&#8217;yi hedefleyen ter\u00f6r sald\u0131r\u0131s\u0131 aras\u0131ndaki sanc\u0131l\u0131 d\u00f6nem ya\u015fanmam\u0131\u015f olsa 2000&#8217;li y\u0131llardaki parasal geni\u015fleme olur mu idi? Devam\u0131nda bug\u00fcnk\u00fc kaosa giden olumsuzluklar zinciri sahne al\u0131r m\u0131yd\u0131? Piyasalar\u0131n sorunlar\u0131n a\u011f\u0131rla\u015fmas\u0131 pahas\u0131na g\u00fcn\u00fc kurtarma zorlamas\u0131na boyun e\u011filir miydi? Rekabet ko\u015fullar bug\u00fcnk\u00fc \u00f6l\u00e7\u00fcde bozulur, yoksulluk s\u0131n\u0131r\u0131n\u0131n alt\u0131nda ya\u015famaya mahkum olanlar\u0131n say\u0131s\u0131 geometrik bir h\u0131zla artar m\u0131yd\u0131? Veya k\u00fcresel \u00f6demeler sistemi bug\u00fcnk\u00fc kadar \u00e7aresiz bir duruma d\u00fc\u015fer miydi? Bu ve benzeri sorular\u0131n say\u0131s\u0131n\u0131 art\u0131rmak veya \u00e7e\u015fitlendirmek m\u00fcmk\u00fcn; ama\u00e7 ise ya\u015fananlardan ders \u00e7\u0131kar\u0131p benzeri hatalar\u0131n tekrarlanmas\u0131n\u0131 \u00f6nlemek. Geli\u015fmi\u015f ekonomik b\u00f6lgelerde ya\u015fanacak olas\u0131 yeni parasal geni\u015flemelerin yarataca\u011f\u0131 e\u011filimler muhtemelen daha farkl\u0131 olacak, fakat yine de sorunlar a\u011f\u0131rla\u015fmaya devam edecek. Her \u015feyin tersine d\u00f6nd\u00fc\u011f\u00fc ve bu durumu d\u00fczetmek ad\u0131na pek bir \u015feyin yap\u0131lmad\u0131\u011f\u0131 bug\u00fcn\u00fcn ko\u015fullar\u0131nda sorunlar a\u011f\u0131rla\u015fmaya devam edecek gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n<p>Nimet-k\u00fclfet dengesi bozuldu ve g\u00fcn\u00fc kurtarmak ad\u0131na ger\u00e7ekler konu\u015fulmuyor ise kurals\u0131z serbest piyasa anlay\u0131\u015f\u0131n\u0131n etkin \u00e7al\u0131\u015fmas\u0131n\u0131 beklemek m\u00fcmk\u00fcn de\u011fildir. G\u00fcvensizlik b\u00fcy\u00fcd\u00fck\u00e7e, k\u00fcresel olan a\u011f\u0131rla\u015fm\u0131\u015f sorunlara, uzla\u015f\u0131ya dayal\u0131 \u00e7\u00f6z\u00fcm \u00fcretme olana\u011f\u0131 da t\u00fckenmektedir. D\u00fcnya ekonomisi 1945 sonras\u0131nda hi\u00e7 ya\u015fanmam\u0131\u015f bir daralmaya ko\u015fmakta, belirsizlik ve k\u0131r\u0131lganl\u0131k artmaktad\u0131r. Birka\u00e7 \u00fclke veya banka kurtararak durumun normalle\u015fece\u011fini ummak ham bir hayalden ba\u015fka bir \u015fey de\u011fildir&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hangi konu olur ise olsun, belli bir de\u011fi\u015fkene veya b\u00f6lgeye odaklan\u0131nca di\u011fer geli\u015fmeler g\u00f6rece geri planda kal\u0131yor ve ger\u00e7ek\u00e7i de\u011ferlendirmeler yap\u0131lam\u0131yor. K\u00fcresel ekonomik g\u00fcndemin sorunlu&hellip;<\/p>\n","protected":false},"author":21,"featured_media":931,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-8029","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tumyazilar"],"_links":{"self":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/8029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/comments?post=8029"}],"version-history":[{"count":0,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/posts\/8029\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media\/931"}],"wp:attachment":[{"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/media?parent=8029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/categories?post=8029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bilgeyatirimci.com\/wp-json\/wp\/v2\/tags?post=8029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}